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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2901
Delos Wealth Advisors
Texas
$347K +$287K +1,929 +451%
TFF
2902
The Family Firm
Maryland
$347K -$36.8K -247 -10%
AWM
2903
Austin Wealth Management
Texas
$346K -$7.89K -53 -2%
LJAC
2904
L.J. Altfest & Co
New York
$346K +$26.8K +180 +8%
SXL
2905
Summit X LLC
Missouri
$346K +$37.1K +249 +13%
EFP
2906
Elser Financial Planning
Indiana
$344K +$11.6K +78 +3%
RCWM
2907
Royal Capital Wealth Management
Indiana
$344K +$2.08K +14 +0.6%
KAM
2908
Knightsbridge Asset Management
California
$343K +$35.1K +236 +11%
SBF
2909
Sara-Bay Financial
Florida
$343K -$105K -703 -23%
KCM
2910
KRS Capital Management
Michigan
$343K -$317K -2,130 -48%
SIM
2911
SSI Investment Management
California
$343K -$298 -2 -0.1%
MAM
2912
Marotta Asset Management
Virginia
$342K -$8.48K -57 -2%
NWM
2913
Northcape Wealth Management
New York
$342K +$10.3K +69 +3%
EL
2914
Essex LLC
Illinois
$342K -$21K -141 -6%
NIC
2915
Northwest Investment Counselors
Oregon
$342K -$22K -148 -6%
SJL
2916
Shayne & Jacobs LLC
Tennessee
$341K – – –
IP
2917
Isthmus Partners
Wisconsin
$340K – – –
BW
2918
Basepoint Wealth
Iowa
$340K +$40.3K +271 +13%
SFG
2919
Sather Financial Group
Texas
$340K – – –
PGWM
2920
Parisi Gray Wealth Management
New Jersey
$339K -$42.3K -284 -11%
IW
2921
Instrumental Wealth
Florida
$339K -$447 -3 -0.1%
WB
2922
West Bancorporation
Iowa
$339K – – –
RIA
2923
Richwood Investment Advisors
Ohio
$339K -$8.63K -58 -2%
SWG
2924
Summit Wealth Group
Vermont
$338K +$2.38K +16 +0.7%
JF
2925
JSF Financial
California
$337K +$17.9K +120 +6%
115 116
117
118 119